Trump warns military action could resume, reviews 14-point Iran proposal. Details on Iran’s proposal are now getting out — “15 year enrichment freeze, after which time Iran will enrich to 3.5%”

UPDATE: Trump on Iran proposal: It’s not acceptable to me. I’ve studied it, I’ve studied everything – it’s not acceptable. — First Squawk (@FirstSquawk) May 3, 2026 The President told reporters in Miami he’s looking at the “concept” of Tehran’s …

READ MORE

Western Digital says 2026 HDD capacity 100% sold out, hyperscaler AI data center cloud 89% of revenue, consumer 5%, long term deals to 2028

Source: https://wccftech.com/western-digital-has-no-more-hdd-capacity-left-out/ HDD capacity from one of the world’s largest manufacturers has started to run dry, according to Western Digital’s CEO, as major LTAs have been signed out. Western Digital’s Consumer Share Drops to 5%, as Enterprise Demand Gobbles Up the …

READ MORE

If AI were living up to its hype, it would be benefiting the ENTIRE ECONOMY. IT ISN’T. AI was always more hype than substance. Now the market will figure it out.

He’s not wrong!🎯#Capex #AI #Memory #MAG7 https://t.co/DUe36W2mHO — Samantha LaDuc (@SamanthaLaDuc) February 13, 2026 If AI were living up to its hype, it would be benefiting the ENTIRE ECONOMY. IT ISN'T. Profit margins outside the tech sector would be growing. …

READ MORE

Rents in Canada have now fallen for 15 consecutive months. 40% of Canadian Real Estate investment funds are stopping investors from pulling their money out. Layoffs have officially started at the federal level.

The latest report from Rentals.ca and Urbanation said December 2025 was the 15th consecutive month that average asking rents across the former’s listings network moved lower. When measured across the full year, average asking rents in Canada declined 3.1% in …

READ MORE

AG Bondi is probably on her way out.

President Trump is unhappy with AG Pam Bondi’s performance, who he views as “weak and an ineffective enforcer of his agenda.” Follow: @AFpost pic.twitter.com/RqdUGVLKJw — AF Post (@AFpost) January 12, 2026 Trump Has Complained About Pam Bondi Repeatedly to Aides …

READ MORE

$4B wiped out: First Brands bankruptcy sends shockwaves through CLO markets and exposes hidden cracks in Wall Street’s debt machine. More corporate failures to come?

First Brands BANKRUPTCY shakes credit markets: The collapse WIPED OUT $4 billion in leveraged loans held across ~80 CLOs from PGIM, Franklin Templeton, Blackstone, and others. The sudden failure is a major warning for the broader credit market and leveraged …

READ MORE